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Internet of Things

The internet of things puts sensors and network connections into objects that were previously mute, so they can report their state and be controlled from anywhere. The value sits less in the devices than in the connectivity and the data they produce.

99 stocks

# Name Holding Trade Value Theme
Stocks
% of
Portfolio
Status
151
Brown Brothers Harriman & Co
Brown Brothers Harriman & Co
New York
$522M -$23.7M 10 2.83% Reduced
152
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$521M -$12.1M 26 2.16% Reduced
153
Acadian Asset Management
Acadian Asset Management
Massachusetts
$519M +$47.7M 13 2.35% Increased
154
Gateway Investment Advisers
Gateway Investment Advisers
Ohio
$515M +$8.02M 9 4.62% Increased
155
First Manhattan
First Manhattan
New York
$507M -$17.4M 10 2.96% Reduced
156
Brandywine Global Investment Management
Brandywine Global Investment Management
Pennsylvania
$505M -$153M 6 3.22% Reduced
157
Aperio Group
Aperio Group
California
$504M +$42.8M 26 3.09% Increased
158
Wellcome Trust
Wellcome Trust
United Kingdom
$504M $0 1 8.58% Maintained
159
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
$493M +$171M 8 2.58% Increased
160
ACI
AMP Capital Investors
Australia
$490M -$13.2M 16 2.9% Reduced
161
Glenmede Trust
Glenmede Trust
Pennsylvania
$489M $0 25 2.34% Maintained
162
MLICM
Metropolitan Life Insurance Company (MetLife)
New York
$488M -$9.59M 26 3.37% Reduced
163
VVP
Vulcan Value Partners
Alabama
$483M -$212M 3 4.3% Reduced
164
Westfield Capital Management
Westfield Capital Management
Massachusetts
$480M -$12.2M 5 4.09% Reduced
165
SEI Investments
SEI Investments
Pennsylvania
$466M -$22.1M 30 1.86% Reduced
166
Balyasny Asset Management
Balyasny Asset Management
Illinois
$462M +$128M 8 1.91% Increased
167
Calamos Advisors
Calamos Advisors
Illinois
$460M +$24M 7 3.4% Increased
168
PGGM Investments
PGGM Investments
Netherlands
$450M -$22.3M 6 2.3% Reduced
169
British Columbia Investment Management
British Columbia Investment Management
British Columbia, Canada
$445M -$25.1M 11 3.55% Reduced
170
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
$444M +$68.6M 12 1.42% Increased
171
Baird Financial Group
Baird Financial Group
Wisconsin
$443M +$29.7M 12 3.47% Increased
172
Veritas Asset Management
Veritas Asset Management
United Kingdom
$440M +$446M 1 3.44% New
173
TCSAM
Tyrus Capital S.A.M.
Monaco
$438M +$315M 1 33.58% Increased
174
Robeco Institutional Asset Management
Robeco Institutional Asset Management
Netherlands
$435M -$8.96M 13 2.8% Reduced
175
WP
Wedgewood Partners
Missouri
$429M -$119M 2 13.13% Reduced